ServiceTitan (TTAN) Panoramica del titolo
ServiceTitan, Inc. fornisce una piattaforma software end-to-end basata su cloud negli Stati Uniti, in Armenia e in Canada. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
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ServiceTitan
26.7% sottovalutato sconto intrinseco
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TTAN | ServiceTitan, Inc.: What They Said vs. What They Did
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Published 8 Sep
Concorrenti di ServiceTitan, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$54.68 |
| Massimo di 52 settimane | US$119.60 |
| Minimo di 52 settimane | US$53.80 |
| Beta | 0 |
| Variazione di 1 mese | -39.51% |
| Variazione a 3 mesi | -20.52% |
| Variazione di 1 anno | -51.77% |
| Variazione a 3 anni | n/a |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | -45.86% |
Notizie e aggiornamenti recenti
Articolo di analisi • Sep 11
Earnings Release: Here's Why Analysts Cut Their ServiceTitan, Inc. (NASDAQ:TTAN) Price Target To US$98.20
One of the biggest stories of last week was how ServiceTitan, Inc. ( NASDAQ:TTAN ) shares plunged 36% in the week since...Seeking Alpha • Sep 10
ServiceTitan: Q2 Was No Disaster, But Not Enough For An Upgrade
Summary ServiceTitan, Inc. remains a fundamentally strong SaaS company with competitive moats and solid growth, but valuation concerns persist. Q2 delivered revenue and EPS beats, yet growth deceleration and flat operating margins highlight challenges in translating top-line gains into shareholder value. AI-driven initiatives like Max and virtual agents show promising customer adoption, but delayed revenue recognition creates near-term headwinds. I maintain a hold rating as TTAN’s high multiples and stock-based compensation limit margin of safety and forward shareholder yield. Read the full article on Seeking AlphaRecent updates
Articolo di analisi • Sep 11
Earnings Release: Here's Why Analysts Cut Their ServiceTitan, Inc. (NASDAQ:TTAN) Price Target To US$98.20
One of the biggest stories of last week was how ServiceTitan, Inc. ( NASDAQ:TTAN ) shares plunged 36% in the week since...Seeking Alpha • Sep 10
ServiceTitan: Q2 Was No Disaster, But Not Enough For An Upgrade
Summary ServiceTitan, Inc. remains a fundamentally strong SaaS company with competitive moats and solid growth, but valuation concerns persist. Q2 delivered revenue and EPS beats, yet growth deceleration and flat operating margins highlight challenges in translating top-line gains into shareholder value. AI-driven initiatives like Max and virtual agents show promising customer adoption, but delayed revenue recognition creates near-term headwinds. I maintain a hold rating as TTAN’s high multiples and stock-based compensation limit margin of safety and forward shareholder yield. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 09
TTAN: AI Adoption Reset Will Support Stronger Future Execution
ServiceTitan's analyst fair value estimate has been reset lower from $86.81 to $78.24 as analysts trim price targets after a smaller Q2 beat and adjust for timing effects related to Max AI adoption and associated revenue recognition shifts. Analyst Commentary Street research on ServiceTitan after Q2 has tilted more cautious, with a broad round of price target cuts even as most firms keep positive ratings in place.
Nuova narrativa • Sep 08
TTAN | ServiceTitan, Inc.: What They Said vs. What They Did
TheGapReport: ServiceTitan, Inc. (NASDAQ:TTAN) Q2 2027 (jun 4 - sep 8) ServiceTitan's latest call arrived with 21% revenue growth, record free cash flow, and a strategic pivot substantial enough that the CFO spent the first quarter of his prepared remarks explaining, before he reached the income statement, what it would cost.Aggiornamento narrativa • Jul 24
TTAN: AI Adoption And New Partnerships Will Support Stronger Future Execution
ServiceTitan's analyst price target has been nudged higher as the fair value estimate moves from $84.00 to about $86.81, with analysts pointing to stronger recent revenue performance, raised longer term revenue guidance, and improving margin expectations. Analyst Commentary Recent Street research on ServiceTitan shows a mix of optimism around revenue execution and product momentum, alongside pockets of caution focused on valuation, medium term growth expectations, and the impact of broader software multiples.
Aggiornamento narrativa • Jul 10
TTAN: Raised FY27 Outlook And Platform Momentum Will Drive Future Upside
Analysts reduced their fair value estimate for ServiceTitan to about $109.93 per share from roughly $136.33, reflecting slightly lower modeled revenue growth and profit margins and a lower future P/E, even as recent price target increases cite Q1 revenue beats, raised FY27 revenue guidance, and growing traction in the Max program and AI driven offerings. Analyst Commentary Recent research on ServiceTitan shows a mix of optimism around execution and growth drivers, alongside some caution on valuation assumptions and sector multiples.
Aggiornamento narrativa • Jun 26
TTAN: AI Automation Adoption Will Drive Future Upside Potential
ServiceTitan's fair value estimate has been revised from $145.86 to $125.00, as analysts factor in a reset future P/E of 79.44, stronger profitability assumptions, and model updates following Q1 revenue beats, raised FY27 guidance, and growing traction in the Max program and related growth initiatives. Analyst Commentary Recent research on ServiceTitan points to a cluster of higher price targets and constructive views on execution after the latest quarterly results.Nuova narrativa • Mar 29
AI And Usage-Based Flywheel Will Transform Trades Software Over The Next Decade
Catalysts About ServiceTitan ServiceTitan provides an end to end software platform that helps trades contractors manage operations, from demand generation and call booking through dispatch, quoting, payments and back office workflows. What are the underlying business or industry changes driving this perspective?Nuova narrativa • Mar 15
AI Spending Pressures And Volatile Usage Revenue Will Eventually Reward Patient Belief
Catalysts About ServiceTitan ServiceTitan provides an end to end software platform for contractors in the trades, covering workflows from demand generation and call booking through dispatch, quoting, payments and back office functions. What are the underlying business or industry changes driving this perspective?Articolo di analisi • Jan 16
Getting In Cheap On ServiceTitan, Inc. (NASDAQ:TTAN) Is Unlikely
You may think that with a price-to-sales (or "P/S") ratio of 9.2x ServiceTitan, Inc. ( NASDAQ:TTAN ) is a stock to...Seeking Alpha • Apr 21
ServiceTitan: Moderate Growth With Titanic Losses
Summary ServiceTitan has impressive revenue growth but significant operating losses, primarily due to hefty stock compensation, making it a risky investment. The Rule of 0 metric for ServiceTitan is -13, indicating the company will struggle to scale to profitability and likely underperform over time. Valuation suggests a fair value of $54 per share, implying over 50% downside from the current price of $120; recommend selling or shorting the stock. The upcoming share lock-up expiration on June 10th could trigger significant insider selling, further pressuring the stock price downward. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
ServiceTitan: Stock Is Falling As Growth Rates Take Off
Summary ServiceTitan's stock has dropped ~20% from IPO levels, presenting a buying opportunity for investors despite recent market volatility and bearish sentiment. ServiceTitan's revenue growth accelerated in Q4, with the company noting that deals are closing early. Many of ServiceTitan's software peers, meanwhile, are reporting the opposite, with tight scrutiny delaying deals. ServiceTitan trades at 9.1x EV/FY25 revenue, appearing underpriced compared to peers like ServiceNow and Atlassian, making it a compelling "growth at a reasonable price" play. With a vast $1.5 trillion market and only 3% revenue penetration, ServiceTitan's long-term growth potential remains robust, making it a strategic buy amid current market conditions. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
ServiceTitan: Earnings Compounder With Attractive Stock Price Returns
Summary ServiceTitan is the leading business management software for trades, serving a $1.5 trillion market with a $30 billion addressable market. The platform offers comprehensive solutions including CRM, field service management, ERP, human capital management, and fintech, providing strong ROI and over 95% gross revenue retention. ServiceTitan is poised for high teens to 20%-plus organic revenue growth through existing client growth, new product adoption, and market expansion. The company aims to increase margins from breakeven to 25%-plus, driving strong free cash flow and attractive multi-year stock price returns. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On Valuation
Summary ServiceTitan reported strong first public quarter results, but its high valuation may not be justified given modest revenue beats and profitability concerns. The company's 2025 guidance includes 24% revenue growth and a 2.9% operating margin, but investors seek faster growth or profitability to justify the premium. Recommend waiting for a pullback to a more reasonable entry point, ideally below 10x forward revenue, equating to a stock price of around $80-85. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
ServiceTitan: Hottest IPO Just Became Too Hot
Summary ServiceTitan's IPO saw significant demand, but post-IPO trading indicates heightened expectations and increased risk, suggesting a potential pullback in shares. TTAN aims to disrupt the field service industry by replacing manual processes with intuitive software, targeting an underserved SMB market. Despite strong financial metrics like 24% YoY revenue growth and >95% gross dollar retention, profitability remains a concern with recent non-GAAP operating losses. Current valuation at 11x 2026 revenue estimate is high; recommend waiting for a better entry point despite long-term bullish outlook. Read the full article on Seeking AlphaRendimenti per gli azionisti
| TTAN | US Software | US Mercato | |
|---|---|---|---|
| 7D | -37.8% | -2.1% | -0.9% |
| 1Y | -51.8% | -9.3% | 14.2% |
Ritorno vs Industria: TTAN ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -9.3 % nell'ultimo anno.
Rendimento vs Mercato: TTAN ha avuto una performance inferiore al mercato US che ha registrato un rendimento 14.2 % nell'ultimo anno.
Volatilità dei prezzi
| TTAN volatility | |
|---|---|
| TTAN Average Weekly Movement | 12.0% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di TTAN è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di TTAN è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2007 | 3,414 | Ara Mahdessian | www.servicetitan.com |
ServiceTitan, Inc. fornisce una piattaforma software end-to-end basata su cloud negli Stati Uniti, in Armenia e in Canada. La sua piattaforma collega e gestisce una serie di flussi di lavoro aziendali, come la pubblicità, la programmazione e la gestione dei lavori, la spedizione, la generazione di preventivi e fatture, l'elaborazione dei pagamenti e altro. L'azienda offre ServiceTitan, una piattaforma per gli appaltatori; FieldRoutes, un software per il controllo dei parassiti; e Aspire, un software di gestione aziendale che offre report in tempo reale, dati precisi e un accurato calcolo dei costi dei lavori per i settori del paesaggio e della pulizia.
ServiceTitan, Inc. Riepilogo dei fondamenti
| TTAN statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$5.27b |
| Utili (TTM) | -US$129.00m |
| Ricavi(TTM) | US$1.06b |
5.0x
Rapporto P/S-40.9x
Rapporto P/ETTAN è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TTAN Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.06b |
| Costo del fatturato | US$306.35m |
| Profitto lordo | US$758.38m |
| Altre spese | US$887.38m |
| Utili | -US$129.00m |
Ultimi utili riportati
Jul 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -1.34 |
| Margine lordo | 71.23% |
| Margine di profitto netto | -12.12% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato TTAN nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 05:00 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/07/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ServiceTitan, Inc. è coperta da 22 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Joseph Vruwink | Baird |
| Daniel Jester | BMO Capital Markets Equity Research |
| Nicholas Altmann | BTIG |